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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,384 | $66,813-59.0% | $100,530-72.8% | $73,493-62.7% |
| Participation rate | 34.6% | 77.5%-42.9pp | 79.4%-44.8pp | 70.7%-36.1pp |
| Annual return | 18.38% | 25.70%-7.3pp | 30.89%-12.5pp | 28.51%-10.1pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,482 | $5,883-40.8% | $6,271-44.5% | $3,740-6.9% |
| Admin fee / account holder | $1,350 | $512+163.6% | $8,083-83.3% | $513+163.1% |